ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,127 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,937,940 | -5.8% | 186,902 | -2.2% | 1.80% | -7.5% |
| Q1 2024 | $11,610,765 | +4.5% | 191,155 | +376.8% | 1.94% | +26.5% |
| Q4 2023 | $11,112,426 | +2.5% | 40,095 | -7.8% | 1.53% | -5.4% |
| Q3 2023 | $10,846,502 | -18.9% | 43,499 | -15.0% | 1.62% | -6.4% |
| Q2 2023 | $13,378,383 | -4.3% | 51,164 | -8.5% | 1.73% | -5.7% |
| Q1 2023 | $13,984,706 | +0.2% | 55,903 | -3.1% | 1.84% | -5.2% |
| Q4 2022 | $13,957,278 | -2.4% | 57,701 | -11.5% | 1.94% | -15.8% |
| Q3 2022 | $14,296,000 | -4.7% | 65,203 | -1.7% | 2.30% | +0.2% |
| Q2 2022 | $14,999,000 | -21.7% | 66,301 | -7.1% | 2.30% | -10.9% |
| Q1 2022 | $19,153,000 | -5.7% | 71,375 | -0.5% | 2.58% | -4.4% |
| Q4 2021 | $20,308,000 | +1.8% | 71,740 | -1.0% | 2.70% | +0.1% |
| Q3 2021 | $19,950,000 | +6.9% | 72,445 | +4.4% | 2.69% | +5.0% |
| Q2 2021 | $18,656,000 | +4.6% | 69,422 | +1.3% | 2.56% | -3.0% |
| Q1 2021 | $17,837,000 | +15.9% | 68,529 | +2.4% | 2.64% | -0.4% |
| Q4 2020 | $15,385,000 | – | 66,940 | – | 2.65% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pachira Investments Inc. | 152,236 | $27,235,000 | 24.00% |
| ARKANSAS FINANCIAL GROUP, INC. | 276,435 | $49,454,000 | 22.32% |
| Lee Financial Co | 315,797 | $56,496,000 | 18.23% |
| Tarbox Family Office, Inc. | 217,016 | $38,824,000 | 17.02% |
| Affiance Financial, LLC | 114,958 | $20,566,000 | 16.56% |
| Connecticut Wealth Management, LLC | 154,145 | $27,859,000 | 16.37% |
| Legacy Wealth Management, Inc | 355,437 | $63,587,000 | 16.18% |
| EVERMAY WEALTH MANAGEMENT LLC | 199,280 | $35,651,000 | 15.48% |
| Acropolis Investment Management, LLC | 508,376 | $90,948,000 | 14.88% |
| Lenox Wealth Advisors, LLC | 255,820 | $45,775,000 | 14.11% |